alt Hacker News> On October 1st OpenAI signed two simultaneous deals with Samsung and SK Hynix for 40% of the worlds DRAM supply.
The market doesn't believe they can pay for the Oracle cloud deal. Why do these vendors believe OpenAI can pay for 40% of the world's DRAM?
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wmf • today at 2:26 AM
Ironically this deal has increased DRAM prices so much that if OpenAI doesn't pay, Samsung/Hynix can make more money selling on the open market.
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They definitely can, as anybody could, for a short enough period of time. The only ones betting they'll be able to sustain it for a long period are the ones paying the currently very inflated price for ram.